Commercial Insurance Portfolio Manager

1 week ago


The Royal Town of Sutton Coldfield, United Kingdom Get Recruited Ltd Full time

Sutton Coldfield-based insurance brokerage seeks a Commercial Account Handler to manage a diverse portfolio of commercial clients, providing exceptional service while maximising retention and growth opportunities.

About the Role
  • Manage a portfolio of commercial insurance clients
  • Process policy renewals, mid-term adjustments, and new business
  • Provide technical insurance advice to clients
  • Build strong relationships with insurers and clients
  • Utilise Acturis to manage documentation and workflows
Key Responsibilities
  • Client Relationship Management: Develop and maintain excellent relationships with a diverse portfolio of commercial clients, ensuring their needs are met and exceeded.
  • Policy Renewal and Adjustment: Process policy renewals, mid-term adjustments, and new business in a timely and efficient manner, minimising disruptions to clients' operations.
  • Technical Insurance Advice: Provide expert technical insurance advice to clients, ensuring they have access to the best possible insurance solutions for their businesses.
  • Relationship Building: Foster strong relationships with insurers and clients, facilitating open communication and collaboration to drive business growth.
  • Workflow Efficiency: Utilise Acturis to streamline documentation and workflows, increasing productivity and reducing administrative burdens.
Requirements
  • Prior commercial insurance account handling experience
  • Proficiency in Acturis software
  • Strong knowledge of commercial insurance products
  • Excellent communication and customer service skills
  • Cert CII qualification (or working towards)
Benefits
  • Competitive salary: £30,000 - £35,000 DOE
  • Opportunities for training and development
  • Support with external qualifications

Estimated salary: £32,500.



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